We are currently recruiting for an Investment Management business that provides a comprehensive financial planning and discretionary management service to clients. They provide investment advice, pension, protection, and holistic financial planning to both corporate and individual clients. They also offer a discretionary investment management service where they manage investments for clients.

They have an experienced team from a range of professional backgrounds. They are passionate about client service and have a structured approach in ensuring they regularly communicate with clients so that financial planning remains a priority. They work closely with many financial institutions to provide innovative solutions, which will add value to their clients.

They are looking for a qualified Paraplanner to join their team they would also consider someone who is 1 exam off becoming diploma qualified.

Duties and Responsibilities: